In a world where paperwork often slows our work down, manually creating documents with new data is a repetitive task. Imagine you have to edit and create contract service for your new clients, manually find and replace the information every day. It sounds boring, isn't it? But if your Word file is a fillable form where you can update new data easily and generate new documents within just minutes with error free. It's pretty amazing to save you hours of work, right? Yes, turning a Word doc into a fillable form can be a game-changer. In this guide, we'll walk you through the steps to make your Word document fillable in two different methods.
5 Steps To Make A Word Doc Fillable (Original Way)
Firstly, let's start with MS Word. Here are five steps to turn a regular Word file into a Word document fillable using this software.
1. Open Microsoft Word on your computer and upload the document to customize a fillable template. Once it's open, click on "File" at the top left corner, then select "Options" and finally, "Customize Ribbon". In the tabs list, check the box next to "Developer" and hit "OK" to save your changes.
2. Now, it's time to design your fillable document. Depending on your needs, you can structure it however you like, start from scratch, or use one of Word's built-in form templates to save time.
3. Once you've sorted out your document layout, position your cursor where you want to add an input field. Then, go to the "Developer" tab on the ribbon and switch on "Design Mode". This will let you access the menu for adding content controls.
4. From there, choose the type of form element you want to add - whether it's a text field, checkboxes, a date picker, or something else. Once you've added all your desired fields, turn off "Design Mode" and click "Restrict Editing" to set any restrictions you want on the document.
5. Lastly, remember to save this template. To do so, go to "File", then click "Save As", and choose a location to keep the document on your computer.
That's all there is to it! Now, you can decide whether you want to share your fillable document online or keep it within your local network for easy access. However, this method only works for MS Word with an activated license. If you use Online Google Docs instead of MS Word, then the second method is what you need to turn Doc Word into a fillable Form with TemplatesGo.com.
How to Make A Word Document Fillable With an Online Form? (New Method)
The second way to make your Word document fillable is to use TemplatesGo, an online platform that converts your document into a smart form in just a few clicks for non code experience people. Sounds great to you? Then, let's discover how it works and make your work faster.
1. First, sign up at our website, templatesgo.com, and visit the Dashboard to start uploading your document. Here, we use a 🔗Demand letter for the Return Of Security Deposit designed template to demonstrate our case.
2. Second, let's customize a fillable document template by placing your mouse cursor in the text area where you want to insert the input field. Then, using bracket [text], and add a text label between these brackets to distinguish them, such as [Date], [Client Name], etc. To be able to fill the form correctly, you can create a Question title for each bracket as a guideline. Once you customize all the appropriate input fields for your documents, hit the save templates button. Our system will automatically detect these brackets and convert them into fillable forms.
3. Now, your form template will appear on the Dashboard, where you can fill in data and generate new documents. Hence, you also have the option to create a shareable link for anyone you wish to fill out these documents, such as an employee onboarding, general service agreement, or consent letter. With our platform, you can create folders to organize all your document templates, which will be saved and located easily in one place. If you want to learn more the benefits of using our tool, check out our article on 🔗How To Convert Your Document Into Fillable Form with TemplatesGo?
Important note
We do not store your personal data but only save your templates. Once you or anyone else fills out this form, the generated document will be sent by email or downloaded directly to your computer.
how To Use Fillable forms with Templatesgo?
Let's continue our previous step, where you created a shareable link. Then, you or everyone else can click on the link and fill in the document in three easy steps on any device.
- Firstly, click on the link, and you will see a form to fill in as follows.
- Then, a draft will be generated to review the document for any adjustments if necessary.
- Finally, download this document in your desired format.
Final Thoughts
By now, you've been provided with the know-how to make your Word document fillable templates in both ways. Whether for business or personal use, using fillable forms boosts not only your efficiency and professionalism but also everyone involved. So why wait? Start making fillable forms that help you advance your workflow and stop repetitive work. And remember, Templatesgo is here to support you every step of the way with resources and templates tailored to your needs.
